Sales representative - banking Job at Moody's, San Francisco, CA

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  • Moody's
  • San Francisco, CA

Job Description

Location(s):

  • 405 Howard Street, Suite 300, San Francisco, California, 94105, US
  • 7 World Trade Center, 250 Greenwich Street, New York, New York, 10007, US
  • Remote - United States, US

Line Of Business: Know Your Customer OU(KYC OU)

Job Category:

  • Sales & Marketing

Experience Level: Experienced Hire

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways.

If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.

Role/Responsibilities :

As a Sales Specialist you will be responsible for working with sales colleagues and other internal stakeholders to drive the sales process for a defined set of products or services. Key activities include identifying and qualifying prospects, initiating new sales activity and managing sales cycles to closure. Additionally, the role requires the assessment of client needs and providing clients with strategic guidance and product overviews.

  • Build and execute on sales strategies to meet or exceed annual sales goals and targets that align with the company’s vision and objectives.
  • Provide current forecasts and pipeline information to management.
  • Lead the development of business within assigned territories. Partner with Solution Specialists to develop clear, concise proposals and deliver targeted prospect/client demos that address business needs.
  • Collaborate with Product Management and Product Strategy to promote improvement in product quality and the development of new sources of revenue.
  • Build and maintain strong relationships with clients by identifying gaps, gaining an understanding of the specific issues facing the client based on their business requirements, and recommending solutions leveraging market and technical knowledge.
  • Act as the market expert and provide product/service use cases during the sales cycle.
  • Coordinate Moody's Analytics responses to requests for product and services information from prospects and clients.
  • Represent the company at industry and company-sponsored events, as required.
  • Serve as functional and market expert to resolve client issues through the use of interpersonal skills. Assist in the preparation and circulation of market insight to create awareness of Moody's expertise internally and externally.
  • Collaborate with and assist in the training of new team members.
  • Position requires travel (approximately 50% to 60% of your time)

Qualifications :

  • Undergraduate/first-level degree (e.g., Bachelor’s degree) required, with coursework in business, economics, finance, marketing, or related fields.
  • Knowledge of business intelligence data /the global data market, and/or understanding of how organizations use data within business functions such as Master Data, Sales/Marketing, Supply Chain, and Credit
  • Demonstrated success of building relationships with senior level decision makes and selling into large complex organizations
  • Results-oriented, self-starter who can effectively interact across multiple role levels both internally and externally
  • Creative problem-solving skills and an ability to diagnose issues and develop solutions
  • Comfortable in a fast-paced environment, and proven time management to manage multiple sales-cycles and meet timelines
  • Excellent verbal/written communication and presentation skills.
  • Ability to work both independently and within a team environment, with focus and high attention to detail.
  • 10+ years’ experience working in direct business-to-business sales roles, leading sales cycles to successful conclusions through the use of consultative selling techniques. Focus on serving financial institutions, corporations, government, or professional services.

For US-based roles only: the anticipated hiring base salary range for this position is $120,000 - $160,000, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody’s also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement.


Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion, national origin, citizen status, marital status, physical or mental disability, military or veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Moody’s also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email [email protected]. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications.

For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.

This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act.

Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants.
Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody’s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.


For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet


Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee’s tenure with Moody’s.

Job Tags

Remote job, Full time,

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